SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,333,137 | -1.0% | 635,482 | +1.4% | 0.74% | +3.7% |
| Q2 2023 | $21,556,693 | -2.9% | 627,013 | -3.6% | 0.71% | -7.7% |
| Q1 2023 | $22,192,739 | +4.0% | 650,241 | +0.4% | 0.77% | -4.8% |
| Q4 2022 | $21,348,776 | +4.2% | 647,718 | -1.9% | 0.81% | -7.8% |
| Q3 2022 | $20,493,000 | -9.2% | 660,200 | +1.7% | 0.88% | -7.2% |
| Q2 2022 | $22,563,000 | -6.2% | 648,912 | -1.6% | 0.95% | -1.6% |
| Q1 2022 | $24,063,000 | -32.9% | 659,440 | -23.7% | 0.96% | -22.9% |
| Q4 2021 | $35,863,000 | -23.7% | 864,387 | -21.8% | 1.25% | -32.4% |
| Q3 2021 | $47,001,000 | -10.7% | 1,105,119 | -4.4% | 1.85% | -10.6% |
| Q2 2021 | $52,623,000 | +16.0% | 1,156,546 | +11.6% | 2.06% | +5.1% |
| Q1 2021 | $45,361,000 | +193.4% | 1,036,103 | +182.6% | 1.96% | +169.3% |
| Q4 2020 | $15,458,000 | +3853.5% | 366,655 | +3324.1% | 0.73% | +3371.4% |
| Q3 2020 | $391,000 | +17.1% | 10,708 | +7.4% | 0.02% | +5.0% |
| Q2 2020 | $334,000 | -82.4% | 9,974 | -85.1% | 0.02% | -85.8% |
| Q1 2020 | $1,899,000 | -80.1% | 66,730 | -73.8% | 0.14% | -75.0% |
| Q4 2019 | $9,566,000 | +13.5% | 254,492 | +3.5% | 0.56% | +6.2% |
| Q3 2019 | $8,429,000 | -1.6% | 245,888 | +2.8% | 0.53% | -3.4% |
| Q2 2019 | $8,564,000 | +4.5% | 239,286 | +4.4% | 0.55% | +4.2% |
| Q1 2019 | $8,193,000 | +38.3% | 229,111 | +25.1% | 0.53% | +30.0% |
| Q4 2018 | $5,926,000 | +54.7% | 183,115 | +66.5% | 0.41% | +75.4% |
| Q3 2018 | $3,830,000 | – | 109,961 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 476,355 | $16,867,736 | 4.43% |
| CGN Advisors LLC | 482,787 | $17,095,505 | 2.37% |
| Boltwood Capital Management | 107,568 | $3,808,983 | 1.26% |
| ST GERMAIN D J CO INC | 666,062 | $23,585,255 | 1.23% |
| Stonehearth Capital Management, LLC | 37,113 | $1,314,171 | 0.65% |
| Boston Standard Wealth Management, LLC | 65,163 | $2,188,000 | 0.58% |
| Valued Wealth Advisors LLC | 17,272 | $579,807 | 0.54% |
| CATALYST PRIVATE WEALTH, LLC | 16,493 | $584,027 | 0.27% |
| Pacifica Partners Inc. | 12,487 | $431,433 | 0.21% |
| Pure Financial Advisors, LLC | 137,297 | $4,861,683 | 0.17% |